CAM

Creekmur Asset Management Portfolio holdings

AUM $603M
1-Year Est. Return 20.86%
This Quarter Est. Return
1 Year Est. Return
+20.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$22.1M
3
+$22.1M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$21.6M
5
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$20.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.58%
2 Industrials 3.72%
3 Energy 2.78%
4 Materials 2.62%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$7.9K ﹤0.01%
+594
552
$7.86K ﹤0.01%
+305
553
$7.74K ﹤0.01%
+101
554
$7.59K ﹤0.01%
+100
555
$7.57K ﹤0.01%
+962
556
$7.4K ﹤0.01%
+363
557
$7.3K ﹤0.01%
+370
558
$7.3K ﹤0.01%
+150
559
$7.23K ﹤0.01%
+377
560
$7.08K ﹤0.01%
+21
561
$6.95K ﹤0.01%
+194
562
$6.84K ﹤0.01%
+221
563
$6.82K ﹤0.01%
+58
564
$6.78K ﹤0.01%
+173
565
$6.57K ﹤0.01%
+33
566
$6.47K ﹤0.01%
+102
567
$6.42K ﹤0.01%
+76
568
$6.34K ﹤0.01%
+228
569
$6.25K ﹤0.01%
+160
570
$6.13K ﹤0.01%
+218
571
$6.11K ﹤0.01%
+55
572
$6.05K ﹤0.01%
+203
573
$6.03K ﹤0.01%
+160
574
$5.89K ﹤0.01%
+23
575
$5.87K ﹤0.01%
+38
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